Method Community

Hi Innovative, Yes this is possible. Navigate to the Customize -> Integration Tools -> Import/Export. Untick Show only common tables and export the UsersSignInLog table. You can also view the Audit Trail by navigating to the Quickbooks tab -> Audit Trail. The Audit Trail keeps track of all ...

Hello Tim,     The invoices, estimates and credit memos are children of the Transaction table.  For print templates, you can stay with the child tables because they have the unique fields for the transaction.     To set the default template for each transaction, click the More actions... button and select ...

Hi Cameron, The Close Date field for Opportunities is required on both the table and screen levels, so you would have to modify both of those. Before doing this, please be aware that this could have implications on other parts of your account, for example if you had reports or workflows that assumed that all opportunities have a close date. With ...

Hello,    Sorry for the delayed response.  I believe the issue is you would have to save the record first before you can filter.  The field values would be coming from the database tables and not the grid.  You can add checkboxes to the grid from Step 1 in the grid edit screen. There is a 'Checkbox column' option ...

Dan,  Thank you for your forum post.  In the customize tab select the Tables/Fields tab link and find the Opportunity table. In the Opportunity table, where the field was added, if you dont wish the 'Name' (Opportunity Name) field to be required you can un-check it there.  If you havent added pre-defined values in ...

Hello Wentsi, Basic Idea of Import is to import new data to existing fields or creating new fields and update data in those fields. The Import/export tool allows you to extract all data from tables in Method(export), and then import records into any table that supports additions. When you update any data into the existing field make sure you only ...

Hi Ben, The reason you're having difficulty is because the Customers and Contacts List screen is actually based on our Contacts table. You could still use this screen, however you would need to alter the grids to show Vendors instead of Customers.  To do this, go to step 3 and change each filter. As for the linked fields, you should ...

Hi Mattohm, I'm not sure I fully understand what you're trying to accomplish. You are trying to have specific data sets within your custom tables and relate them to a specific customer, right? So you would have in your table for example: Sample Customer, Sample Equipment 1, Sample Equipment 2. Try taking a look at this forum post. If ...

Hi Appletonator, Tags are stored in the TagList field, separate by commas, with no spaces. The first and last tag are wrapped with a comma. So, if you had a contact you were importing that was a friend and a partner, you could import them with this format: ",Friend,Partner,". NOTE: at this time, importing a new tag into a field ...

Hello,      Have you added the field to the table?  I believe you have dragged over a plain texbox and not a field.  When you save, the data has nowhere to go.        To add a field to a table, go to Customize -> Tables / Fields and click on the Activity table.  (This is the table ...